See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.8+ years Service code 13 · EIN 22-1750854 P.O. BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $261,755 |
WELLS FARGO BANK, N.A.8+ years Filed as: WACHOVIA BANK NA Service code 28 · EIN 22-0781130 21 SOUTH STREET, 4TH FLOOR · MORRISTOWN, NJ 07960 | Investment Management | $234,405 |
Filed as: WCM INVESTMENT MNAGEMENT Service code 51 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Mgmt Fees | $91,425 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT Service code 27 · EIN 94-2672851 | Advisory (Plan) | $88,558 |
LAZARD ASSET MANAGEMENT6 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 27 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $80,914 |
Filed as: VOYA INVESTMENTS Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $68,530 |
Service code 28 · EIN 20-3145515 | Investment Management | $66,385 |
BAIRD FUNDS8+ years Filed as: BAIRD FUNDS INC.C/O U.S. BANCORP FU Service code 28 615 E MICHIGAN STREET, THIRD FLOOR · MILWAUKEE, WI 53202 | Investment Management | $60,771 |
BENTALL GREEN OAK2 years Service code 28 · EIN 52-6218800 | Investment Management | $58,763 |
NEWTOWER TRUST COMPANY2 years Filed as: MEPT-NEWTOWER TRUST Service code 27 · EIN 30-0872552 | Advisory (Plan) | $58,633 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -15.55% | -8.26%-7.3pp | -5.84%-9.7pp | 2.77%-18.3pp |
| Employer contribution / active EE | $11,980 | $12,543-4.5% | $31,839-62.4% | $15,262-21.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |